Interact to see
Advertisement
Advertisement
FISVX vs UBVVX
FISVX vs UBVVX Comparison
Open Charts FISVX vs UBVVX
FISVX vs UBVVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FISVX vs. UBVVX commentary
Sep 12, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FISVX is a Hold and UBVVX is a Hold.
FUNDAMENTALS
Fundamentals
UBVVX has more cash in the bank: 8.48B vs. FISVX (2.26B). UBVVX (1.59) and FISVX (1.59) have matching dividends . FISVX was incepted earlier than UBVVX: FISVX (7 years) vs UBVVX (10 years). UBVVX (0.94) is less costly to investors than FISVX (0.05). FISVX is a more actively managed with annual turnover of: 41.00 vs. UBVVX (35.00). FISVX (0) and UBVVX (0) have matching initial minimum investment requirements. FISVX annual gain was more profitable for investors over the last year : 15.40 vs. UBVVX (-0.18). FISVX return over 5 years is better than : 37.10 vs. UBVVX (15.59).
| FISVX | UBVVX | FISVX / UBVVX | |
| Total Expense Ratio | 0.05 | 0.90 | 6% |
| Annual Report Gross Expense Ratio | 0.05 | 0.94 | 5% |
| Fund Existence | 7 years | 10 years | - |
| Gain YTD | 11.797 | 10.400 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.26B | 8.48B | 27% |
| Annual Yield % from dividends | 1.59 | 1.59 | 99% |
| Returns for 1 year | 15.40 | -0.18 | -8,555% |
| Returns for 3 years | 51.56 | 17.88 | 288% |
| Returns for 5 years | 37.10 | 15.59 | 238% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement